Seeking Alpha

More on Netflix: 1) Piper's Michael Olson notes unique visitors to Netflix's (NFLX -2.1%) site...

More on Netflix: 1) Piper's Michael Olson notes unique visitors to Netflix's (NFLX -2.1%) site fell 4% Y/Y in Q4, per NPD. There's a good chance the total number of unique Netflix users still rose thanks to growing TV/mobile use. Unique visitors to Redbox.com (CSTR +0.2%) fell 13% Y/Y. 2) As part of the buildout of its OpenConnect CDN, Netflix is installing servers on Cablevision's network, thereby lowering bandwidth costs and reducing Cablevision's traffic burden. OpenConnect stands to diminish Netflix's use of CDN services from AKAM, LLNW, and LVLT.
Comments (3)
  • Rob Fagen
    , contributor
    Comments (123) | Send Message
     
    See my other comment (http://seekingalpha.co...) in light of this information about OpenConnect lowering bandwidth charges for transport to end customers. Looks like my assertion is actually relevant.
    8 Jan 2013, 05:20 PM Reply Like
  • skibimamex
    , contributor
    Comments (448) | Send Message
     
    Olsen is an idiot. he's reacting to visitor data to netflix.com site which largely reflects the DVD busienss (just like Redbox and Blockbuster sites). The vast majority of Netflix streaming are through connected devices and apps that connect directly to Netflix via Amazon Web services cloud. No one sits at tehir PC's to view streaming anymore via the Netflix.com site.

     

    This traffic data is largely irrelevant
    9 Jan 2013, 01:38 AM Reply Like
  • albot
    , contributor
    Comments (12) | Send Message
     
    Nail in coffin for Netflix. could be beginning of the end.
    9 Jan 2013, 12:15 PM Reply Like
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